Insider Trading April 9, 2026 08:49 PM

Jabil Executive Sells $2.03 Million in Shares as Stock Nears 52-Week Peak

EVP Steven D. Borges reduces stake by 7,000 shares amid strong quarterly results and raised guidance

By Marcus Reed
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Jabil Inc. Executive Vice President Steven D. Borges sold 7,000 shares on April 8, 2026, generating $2.03 million as the stock trades close to its 52-week high. The transaction follows robust fiscal Q2 results and an upward revision to full-year revenue and earnings guidance; analysis cited in filings indicates the stock may be overvalued relative to Fair Value.

Jabil Executive Sells $2.03 Million in Shares as Stock Nears 52-Week Peak
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Key Points

  • Jabil EVP Steven D. Borges sold 7,000 shares on April 8, 2026, for $290.00 per share, totaling $2.03 million.
  • The sale occurred with Jabil shares trading near a 52-week high of $295.22 after a 122% year-over-year gain; Borges retains 83,524 shares.
  • Jabil reported fiscal Q2 2026 revenue of $8.3 billion, a 23% increase year-over-year, with a 5.3% core operating margin and $2.69 adjusted EPS; the company raised full-year revenue guidance to $34 billion and EPS to $12.25.

Jabil Inc. (NYSE:JBL) Executive Vice President for Global Business Units Steven D. Borges completed a sale of 7,000 shares of the company’s common stock on April 8, 2026, a Form 4 filed with the Securities and Exchange Commission shows. The shares changed hands at $290.00 apiece, producing total proceeds of $2.03 million.

After the transaction, Borges retained direct ownership of 83,524 Jabil shares. The sale occurred while Jabil’s share price was trading close to its 52-week high of $295.22, following an extraordinary 122% appreciation over the prior 12 months.

Alongside the insider transaction disclosure, a separate analysis referenced in the filing notes that the stock currently appears overvalued relative to its Fair Value, according to InvestingPro analysis.


Jabil’s stock action and the timing of Borges’ sale come on the heels of the company’s strong fiscal second-quarter 2026 financial results. The company reported revenue of $8.3 billion for the quarter, representing a 23% increase year-over-year. Management also delivered a core operating margin of 5.3% and adjusted earnings per share of $2.69, outperforming the midpoint of its guidance.

Following those results, Jabil raised its full-year revenue target to $34 billion and its adjusted earnings-per-share guidance to $12.25, both figures higher than prior estimates. The company’s updated outlook has prompted various analyst reactions and target-price adjustments.

Stifel lifted its price target to $290 and maintained a Buy rating. Argus moved its target to $300 and also kept a Buy stance, citing strong growth prospects tied to artificial intelligence. BofA Securities set a new target at $295, calling out robust AI-related revenue expansion. UBS, while retaining a Neutral rating, increased its target to $273 and highlighted particularly strong demand in server, networking, and semiconductor markets.

In addition to financial and market developments, Jabil announced a $1.1 million gift to St. Petersburg College intended to support manufacturing training programs designed to bolster workforce skills in the Tampa Bay region.


This reporting reflects the transactions and company disclosures as filed and announced; it does not imply any inference beyond the documented items.

Risks

  • Insider sale could be interpreted by some market participants as a signal even though it does not necessarily indicate company fundamentals - impacts equity markets and investor sentiment.
  • Analysis cited in filings indicates the stock appears overvalued relative to its Fair Value, introducing valuation risk for equity investors in Jabil.
  • Guidance and analyst revisions depend on continued demand in server, networking, and semiconductor sectors; any slowdown in those markets could affect revenue and margins.

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